Sequoia Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Sequoia Financial Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Sell	66,744 -21,072	-24%	-$2.31M	0.04%	261
2026 Q1	$7.66M	Sell	87,816 -3,424	-4%	-$315K	0.04%	247
2025 Q4	$8.6M	Buy	91,240 +17,848	+24%	+$1.7M	0.05%	221
2025 Q3	$6.85M	Buy	73,392 +8,552	+13%	+$747K	0.04%	255
2025 Q2	$5.38M	Sell	64,840 -360	-0.6%	-$26.2K	0.04%	267
2025 Q1	$4.42M	Buy	65,200 +4,528	+7%	+$341K	0.03%	288
2024 Q4	$4.72M	Buy	60,672 +34,448	+131%	+$2.65M	0.05%	260
2024 Q3	$1.92M	Buy	26,224 +1,616	+7%	+$115K	0.02%	386
2024 Q2	$1.77M	Sell	24,608 -2,328	-9%	-$155K	0.02%	359
2024 Q1	$1.77M	Buy	26,936 +2,584	+11%	+$164K	0.02%	352
2023 Q4	$1.47M	Buy	24,352 +4,672	+24%	+$260K	0.02%	425
2023 Q3	$1.02M	Sell	19,680 -264	-1%	-$14.4K	0.02%	331
2023 Q2	$1.1M	Sell	19,944 -10,680	-35%	-$536K	0.02%	332
2023 Q1	$1.48M	Buy	30,624 +608	+2%	+$26.9K	0.03%	254
2022 Q4	$1.2M	Buy	30,016 +3,232	+12%	+$132K	0.03%	258
2022 Q3	$1.03M	Sell	26,784 -592	-2%	-$26K	0.03%	212
2022 Q2	$1.12M	Sell	27,376 -2,592	-9%	-$117K	0.03%	217
2022 Q1	$1.56M	Buy	29,968 +7,072	+31%	+$363K	0.04%	209
2021 Q4	$1.31M	Buy	+22,896	New	+$1.26M	0.04%	216
2021 Q3	–	Sell	-16,792	Closed	-$837K	–	449
2021 Q2	$837K	Buy	16,792 +504	+3%	+$23.8K	0.03%	219
2021 Q1	$730K	Buy	16,288 +2,344	+17%	+$105K	0.03%	212
2020 Q4	$617K	Buy	13,944 +224	+2%	+$9.21K	0.03%	223
2020 Q3	$534K	Buy	13,720 +368	+3%	+$13.9K	0.03%	217
2020 Q2	$465K	Buy	13,352 +864	+7%	+$27K	0.03%	225
2020 Q1	$331K	Sell	12,488 -392	-3%	-$11.9K	0.02%	252
2019 Q4	$394K	Buy	12,880 +1,520	+13%	+$43.5K	0.03%	257
2019 Q3	$306K	Hold	11,360	–	–	0.02%	272
2019 Q2	$299K	Buy	+11,360	New	+$293K	0.02%	279

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sequoia Financial Advisors's VGT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 24% in Q2 2026, selling an estimated $2.31M and leaving 66,744 shares worth $7.98M. The position accounts for 0.04% of the portfolio, ranked #261.

Sequoia Financial Advisors first reported a position in VGT in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.6M in Q4 2025. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Sequoia Financial Advisors held 66,744 shares of Vanguard Information Technology ETF worth $7.98M as of Q2 2026.
Sequoia Financial Advisors sold 21,072 Vanguard Information Technology ETF shares in Q2 2026, an estimated $2.31M.
Vanguard Information Technology ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #261 holding.
Sequoia Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 28 quarters since.
Sequoia Financial Advisors's Vanguard Information Technology ETF position peaked at $8.6M in Q4 2025.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.